marketing strategy

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 281 other followers

sidebar_tony
robo-advice
Cyborgs are the future for Advisers
by Tony Vidler        Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism.   You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper.   I am further convinced that some of each will fail […]
Read more.
strategic-difference
5 Points Of Competitive Difference
by Tony Vidler        Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in.   To truly excel and outperform the competition I believe that you need to aim to be […]
Read more.
adviser-planning
How will next year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at the […]
Read more.
subject-lines-are-headlines
The Formula For Writing Winning Headlines
by Tony Vidler        Coming up with a winning headline or subject line is the first objective when writing for clients or prospects.  Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first.   Whether we are writing for a […]
Read more.
best-ideas-for-professionals
The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
Read more.
challenge your thinking
Innovation in Advice: Why does it have to be this way?
by Tony Vidler        “Innovation” and “delivering advice” do not usually go together do they? The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?   The type of advice delivered by tens of thousands of professionals tends to […]
Read more.
the prospecting process
Prospecting Today: It is a process, not a thing
by Tony Vidler        Prospecting today is a continual process, not a series of one off actions as it once was.     Eons ago when financial advisory work was essentially just a continual series of product sales the prospecting required to be successful was repetitive and continual, but each prospecting call was a one-time […]
Read more.
Who says you can’t teach old dogs new tricks?
by Tony Vidler Old folk don’t take on new tech, right?   There is a seemingly continuous lament about the ageing of the financial advisory business and it is certainly true when you look back at photo’s after a conference that there does appear to be an exceptionally high proportion of grey-haired middle-aged men.  It […]
Read more.
You are already using Digital Marketing daily, so why not use it well?
by Tony Vidler If I had to guess a particular number then I would guess 50%.   Probably 50% of professionals today still would say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to use it either.   If I […]
Read more.
download (1)
They won’t use us until they know what we do…
by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow.   What on earth do consumers think financial planners […]
Read more.